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Bruce G. Allen Investments’s Beazer Homes USA BZH Stock Holding History

Bruce G. Allen Investments’s Portfolio BZH Stock Details BZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-29
Closed -$649 – 1086
2025
Q2 		$649 Hold
29
– – ﹤0.01% 911
2025
Q1 		$591 Hold
29
– – ﹤0.01% 905
2024
Q4 		$796 Buy
29
+3
+12% +$96 ﹤0.01% 867
2024
Q3 		$888 Buy
+26
New +$800 ﹤0.01% 844

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bruce G. Allen Investments's BZH Position: Q3 2025 in Review

Bruce G. Allen Investments sold out of Beazer Homes USA (BZH) in Q3 2025, closing a stake of 29 shares — an estimated $649 sold.

Bruce G. Allen Investments first reported a position in BZH in Q3 2024 and held it in 4 quarters. The position peaked at $888 in Q3 2024. 195 funds tracked by Wall St. Rank hold BZH as of Q3 2025.

  • Bruce G. Allen Investments reported no remaining Beazer Homes USA position as of Q3 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 29 Beazer Homes USA shares in Q3 2025, an estimated $649.
  • Bruce G. Allen Investments first reported a position in Beazer Homes USA in Q3 2024 and held it in 4 quarters.
  • Bruce G. Allen Investments's Beazer Homes USA position peaked at $888 in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2025.

Based on Bruce G. Allen Investments's 13F filing for Q3 2025, filed 30 Oct 2025.